Integrating Google Sheets with Moxy Using Pabbly Connect

Learn how to integrate Google Sheets with Moxy using Pabbly Connect for seamless contact management. Follow our detailed tutorial for step-by-step guidance. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the Pabbly website. If you do not have an account, you can sign up for free, which allows you to use the platform’s automation features.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. Here, you can create workflows that connect Google Sheets with Moxy, allowing for automated contact management.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, such as ‘Create Moxy Contact from Google Sheets’, and select a folder to save it.

• Click ‘Create’ to proceed.
• You will see two boxes: Trigger and Action.
• Set up the Trigger first, which will be Google Sheets.

After setting the trigger, you will configure the action to create a new contact in Moxy. This setup enables the automation of contact creation whenever a new row is added to Google Sheets.

3. Configuring Google Sheets as the Trigger

In the trigger setup, search for Google Sheets and select it. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new row is added.

Next, you will need to connect Google Sheets to Pabbly Connect. Copy the provided webhook URL, which serves as a bridge between the two applications. Go to your Google Sheets, navigate to Extensions, and then to Add-ons to install the Pabbly Connect Webhooks add-on.

4. Setting Up the Webhook in Google Sheets

Once the Pabbly Connect Webhooks add-on is installed, go to Extensions and select Pabbly Connect Webhooks, then click on ‘Initial Setup’. Here, paste the copied webhook URL into the designated field. using Pabbly Connect

Designate the trigger column, which should be the last data entry column in your sheet. For instance, if column D is your final data column, fill that in. Click on ‘Send Test’ to ensure that the setup works correctly.

• If the test is successful, click ‘Submit’.
• Return to Pabbly Connect and check the response.

After verifying the response, the trigger from Google Sheets is successfully configured, and you can now proceed to set up the action.

5. Configuring Moxy as the Action Application

For the action application, search for Moxy in Pabbly Connect and select it. Choose ‘Create Contact’ as the action event. You will need to connect Moxy with Pabbly Connect by providing the X API key and base URL from Moxy’s integration settings.

After entering the API key and base URL, click ‘Save’ to establish the connection. Next, map the contact details from Google Sheets to the corresponding fields in Moxy. This mapping ensures that the information is transferred accurately.

Fill in the first name, last name, email, and phone number. Click on ‘Save and Test Request’ to finalize the process.

After testing, you can verify in Moxy that the new contact has been created with the details from Google Sheets. This confirms that the integration is working as intended.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Google Sheets with Moxy for seamless contact management. By following the steps outlined, you can automate the creation of contacts in Moxy based on new entries in Google Sheets, enhancing your workflow efficiency.